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Ranked On: 28 March 2024
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Sbi Contra Fund | - | |
49.27% | 31.66% | 26.31% | 19.49% | 19.01% | 50.69% | 32.77% | 27.25% | 20.37% | 19.84% | 12.25% | -6.08% | -10.38% | 13.43% | 0.84 | 1.02 | 1.66 |
Kotak India Eq Contra Fu… | - | |
49.82% | 24.82% | 20.64% | 18.22% | 17.40% | 51.83% | 26.54% | 22.30% | 19.86% | 19.06% | 13.06% | -10.60% | -15.43% | 7.90% | 0.84 | 0.56 | 1.03 |
Invesco India Contra Fund | - | |
45.32% | 22.28% | 19.46% | 16.76% | 19.25% | 47.01% | 23.78% | 20.90% | 18.24% | 20.87% | 12.76% | -11.24% | -13.35% | 1.82% | 0.93 | 0.46 | 0.86 |
Return Calculated On: 02 May 2024
Ratios Calculated On: 28 March 2024
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Invesco India Contra Fund | 17438.4 | 14818.99 | 65829.6 | 51665.11 | 145992.0 | 108559.44 | 248455.2 | 170518.4 | 697716.0 | 308498.04 | 2437920.0 | 759296.34 |
Kotak India Eq Contra Fund | 17978.4 | 15131.74 | 70012.8 | 54537.62 | 153294.0 | 115475.64 | 271101.6 | 182905.63 | 596664.0 | 322924.32 | 1906668.0 | 709021.98 |
SBI Contra Fund | 17912.4 | 14966.62 | 82155.6 | 57180.89 | 192900.0 | 138333.9 | 292219.2 | 215913.18 | 683736.0 | 366161.28 | 1782684.0 | 738856.62 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Invesco India Contra Fund | 17641.2 | 14917.78 | 68270.4 | 52676.28 | 154986.0 | 112469.04 | 271336.8 | 179166.12 | 798408.0 | 333878.76 | ||
Kotak India Eq Contra Fund | 18219.6 | 15248.57 | 72950.4 | 55783.51 | 164184.0 | 120201.42 | 298620.0 | 193456.7 | 687096.0 | 351728.76 | ||
SBI Contra Fund | 18082.8 | 15048.73 | 84265.2 | 58051.3 | 200196.0 | 141834.0 | 307532.4 | 222930.88 | 732900.0 | 382613.64 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Invesco India Contra Fund |
-13.35 | -11.24 | -5.15 | 12.76 | 8.91 |
Kotak India Eq Contra Fund |
-15.43 | -10.60 | -3.78 | 13.06 | 9.12 |
Sbi Contra Fund |
-10.38 | -6.08 | -2.75 | 12.25 | 8.42 |
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
0.86
|
0.46
|
0.91
|
0.39
|
1.82
|
0.93 |
0.93
|
0.12
|
1.58
|
0.5105
|
Kotak India Eq Contra Fund |
1.03
|
0.56
|
1.06
|
0.37
|
7.90
|
0.84 |
0.73
|
0.16
|
1.75
|
5.3634
|
Sbi Contra Fund |
1.66
|
1.02
|
1.82
|
0.40
|
13.43
|
0.84 |
0.82
|
0.24
|
2.35
|
10.4534
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
0.00%
|
1.48%
|
4.36%
|
8.52%
|
29.04%
|
45.32%
|
22.28%
|
19.46%
|
16.76%
|
19.25%
|
18.97%
|
Kotak India Eq Contra Fund |
0.00%
|
1.60%
|
3.65%
|
6.99%
|
32.66%
|
49.82%
|
24.82%
|
20.64%
|
18.22%
|
17.40%
|
17.04%
|
SBI Contra Fund |
0.00%
|
1.01%
|
3.95%
|
7.39%
|
29.77%
|
49.27%
|
31.66%
|
26.31%
|
19.49%
|
19.01%
|
16.52%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Invesco India Contra Fund |
0.00%
|
1.51%
|
4.46%
|
8.83%
|
29.80%
|
47.01%
|
23.78%
|
20.90%
|
18.24%
|
20.87%
|
%
|
Kotak India Eq Contra Fund |
0.00%
|
1.62%
|
3.76%
|
7.35%
|
33.54%
|
51.83%
|
26.54%
|
22.30%
|
19.86%
|
19.06%
|
%
|
SBI Contra Fund |
0.00%
|
1.02%
|
4.03%
|
7.64%
|
30.39%
|
50.69%
|
32.77%
|
27.25%
|
20.37%
|
19.84%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
46.20%
|
24.92%
|
23.94%
|
19.87%
|
17.96%
|
17.38%
|
Kotak India Eq Contra Fund |
51.62%
|
28.92%
|
26.52%
|
21.84%
|
18.81%
|
16.60%
|
SBI Contra Fund |
48.75%
|
32.47%
|
34.17%
|
26.53%
|
21.13%
|
17.07%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Invesco India Contra Fund |
47.90%
|
26.34%
|
25.42%
|
21.26%
|
19.43%
|
%
|
Kotak India Eq Contra Fund |
53.66%
|
30.61%
|
28.20%
|
23.42%
|
20.39%
|
%
|
SBI Contra Fund |
50.18%
|
33.62%
|
35.24%
|
27.44%
|
21.95%
|
%
|